Hello, seems I am stuck trying to create my ideal budget board.
Where I work, I want to be able to setup a board that can show me how much money I have left on my budget for the year.
The ideal setup is to have 2 groups, one showing me the amounts I have for each category, and then have groups for each category and in there I keep adding the items purchased. Each item would have a label, and ideally I want to see the sum of all the items spend per category, and also see the amount of money I have left for each budget. This is what I've setup so far:
The numbers shown is just to show what Ideally I'd like to setup, it is not setup yet. I've been struggling to get the formulas working. I can't seem to find a way yo get the values from the Expenses group to show up in the top group.
I noticed in all the free templates and other tutorials I've been able to find, that people tend to organize their budgets by quarters, which is not applicable in my case.
I can set this up easily in Excel, but I am struggling to get this done on monday.com
Does anyone know of a good solution, or perhaps a better alternative to this?